Parent Windows

Operation

Enter data in the data entry boxes to restrict the range of records. Records must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, records will be selected between the first and/or last otherwise qualifying record. Data entry boxes can be populated by finding a single item using Keyword Search, drag and drop from the Customers ScratchPad or by double-clicking a list item from the Keyword Result window.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.

Drag-and-drop one or more lines from the Customer ScratchPad onto the general window area.

Use the ScratchPad Transfer Selected function

Use the KeyWord Search Transfer Selected function

TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop or KeyWord Search Transfer (4, 5 or 6) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

Data Elements

Field

Description

From/to fields

Enter data that restricts the records selected. If left blank, data will be selected from the maximum and minimum extremes in the file. All selections criteria you enter will have to be met by each record processed.

Both

Documents selected will include both those marked printed and those not.

Printed

Documents selected will include only those marked printed.

Un-printed

Documents selected will include only those not marked printed.

Both

Documents selected will include both those marked as paid and those not.

Paid

Documents selected will include only those marked as paid.

Un-paid

Documents selected will include only those not marked as paid.

Use custom

To turn on and off the use of the custom search design. A custom search will override the standard serach.

Custom search name

The name of the currently selected custom search. To use it click on the checkbox. To change it click on the Custom Search button.